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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!

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1659 results found

  1. customize financial information

    Ability to customize Financial Information section under Know Your Client. Each office / broker dealer has its own requirements for disclosing holdings. For Example:
    Real Estate vs Securities
    DPP vs Non-DPP
    Liquid vs Illiquid

    We should be able to customize the verbiage so we can use the information for filling forms, compliance or marketing.

    17 votes
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  2. Estimated Tax Information - more room for notes / loss carryforwards / taxable income / total itemized deductions

    Estimated Tax Information - more room for notes / loss carryforwards / taxable income / total itemized deductions

    15 votes
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  3. combine activities & notes to one tab

    Combine Notes and Activities to one tab and allow user to set to one or both.

    48 votes
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  4. Bulk Action in Reports

    Need the option to run Bulk Actions when I have results from a report.

    I run the Contacts Not Permissioned report for example and I'd like to assign from the results but I do not have this option, other reports as well should result with the check box to the left like search results

    15 votes
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  5. table editing

    I added a table to an activity and while I like that feature I find there is no obvious way to change your mind after you start about how many rows and columns you want it to have. That would be helpful

    22 votes
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    3 comments  ·  Activities  ·  Admin →
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  6. Option to view all activities

    Please add option to view all activities under a client records. Changing the date range every time I'm in a contact is a lot of clicks.

    389 votes
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    22 comments  ·  Activities  ·  Admin →
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  7. Notes

    It would be great to be able to see more of the note in the note summary from a Contact's page without having to click on the notes, or maybe have an option or preference setting to select if you want to see the full notes or summaries. Also would be convenient to be able to edit the notes without deleting and starting over

    50 votes
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    2 comments  ·  Notes  ·  Admin →
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  8. custom reports

    I would like to be able to run a custom report on the entire database. .

    39 votes
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  9. filter workflow replorts by Step

    I would like to filter the Workflow Report by Step as well as template. Once I chose the template I want to search for, I would like to be able to sort by step so that I can easily find all of a specific workflow that's on a specific step. I can sort by that right now but when you have 10 pages, it only sorts the current page, not the whole of the report.

    Thanks!

    12 votes
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  10. Assets/Liabilities/Income

    Under assets and liabilities, we have to set these up every single time for each client. It would be great if we could set up the exact assets and liabilities we want for all of our database, that way it populates automatically and we can go in and just enter in the balances personally. Also, add an "Income" box on the assets/liabilities page, so we can see all sources of income: i.e. pension, social security, etc.

    25 votes
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  11. Fix Contact Photo

    Allow us to upload an image that is not square, we previously would upload all client Driver's Licenses, and crop the photo! It was great, we had a Client photo for everyone and quick access to all their DL info. It now cuts off the edges since no State has a square DL. Please fix this, this is a deal breaker for me.

    31 votes
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  12. Gift Log

    Add a Gift Log - A way to track what each client has received and when they received it and then to be able to pull reports.

    42 votes
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  13. Show the Details of the Actions done on the Timeline

    It would be very handy from a DoL documentation process to add a the ability to see who added notes in the timeline detail so that it easy to find should we get audited

    249 votes
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    14 comments  ·  Timeline  ·  Admin →
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  14. Contact

    When clicking on Contacts.... We have a limited number of view options: Name, Status, Category, Source, Type, SrvAdvisor, WrtAdvisor.

    It would be nice to be able to change those preferences as to allow for a quicker view.and customization.

    For example: a UDF Field, a phone number, an email, etc.

    8 votes
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  15. Change First Review to Last Review under Client Review

    Instead of "First Review" as the selection under Client Review, would rather have it phrased as "Last Review". The review dates are never going to always be the same day of the designated cycle. Better to change as they are scheduled.

    454 votes
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  16. Bulk Reassign Workflow Task

    Need the ability to reassigning all active workflow tasks from one user to another.

    111 votes
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    4 comments  ·  Workflows  ·  Admin →
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  17. Sort Columns in Account View

    On the accounts page, i would love to be able to sort by account type or company. the account number is actually the least helpful thing to sort by.

    18 votes
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    1 comment  ·  Accounts  ·  Admin →
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  18. add mobile phone as a field in mail merge

    add mobile phone number as a field in mail merge.

    59 votes
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  19. Have Household Keywords

    I'd love to be able to have keywords that are applied to the household as a whole, not just the individual person. We use monthly keywords for our review months, and keep husband/wife the same. Right now, we have to add that keyword to both people, and then update on both if we need to change it. I'd love to have an option for household keywords, that automatically assigns that same keyword to all parties in the household (kids, etc...)

    36 votes
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    0 comments  ·  Keywords  ·  Admin →
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  20. Add a notification for PAST DUE tasks, workflows, etc.

    Add a notification for PAST DUE tasks, workflows, etc.

    39 votes
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